HHM Wealth Advisors’s Burke & Herbert Financial Services Corp BHRB Stock Holding History

HHM Wealth Advisors’s Portfolio BHRB Stock Details BHRB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$40.2K	Hold	560	–	–	﹤0.01%	417
2026 Q1	$34.9K	Hold	560	–	–	﹤0.01%	416
2025 Q4	$34.9K	Hold	560	–	–	﹤0.01%	415
2025 Q3	$34.5K	Hold	560	–	–	﹤0.01%	430
2025 Q2	$33.4K	Hold	560	–	–	﹤0.01%	432
2025 Q1	$31.4K	Hold	560	–	–	﹤0.01%	440
2024 Q4	$34.9K	Hold	560	–	–	﹤0.01%	414
2024 Q3	$34.2K	Hold	560	–	–	﹤0.01%	386
2024 Q2	$28.5K	Buy	+560	New	+$28.5K	﹤0.01%	407

Other funds holding BHRB

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return